— Know what they know.
Not Investment Advice

PONAX

PIMCO Income Fund
1W: +0.1% 1M: -2.7% 3M: -2.0% YTD: -1.8% 1Y: +4.8% 3Y: +20.8% 5Y: +15.4%
$10.82
+0.02 (+0.19%)
 
Weekly Expected Move ±0.9%
$11 $11 $11 $11 $11
ETF NASDAQ · AUM $229.5B
Key Statistics
AUM$229.5B
Holdings7
Top 10 Wt0.3%
Volume0
Avg Volume0
Beta0.72
Portfolio Fundamentals
P/E7.7
P/B0.9
Div Yield3.62%
ROE11.5%
% Profitable0%
Inception2007-04-02
Sector Allocation
Other 163.0%
Real Estate 0.2%
Financial Services 0.1%
Communication Services 0.1%
Top 10 Holdings
# Name Ticker Weight % Market Value Shares
1 UMBS PASS THRU POOLS 15.18% $30.7B 30,103,151,776
2 UMBS PASS THRU POOLS 12.66% $25.7B 24,806,353,000
3 PIMCO FUNDS 11.40% $23.1B 2,371,183,685
4 UMBS PASS THRU POOLS 8.25% $16.7B 16,588,929,096
5 UMBS PASS THRU POOLS 7.39% $15.0B 15,111,618,564
6 UMBS PASS THRU POOLS 2.69% $5.5B 5,789,203,013
7 UNITED STATES GOVT 2.07% $4.2B 4,130,439,534
8 BEIGNET INVESTOR LLC 2.00% $4.1B 4,057,960,000
9 UNITED STATES GOVT 1.86% $3.8B 3,746,702,900
10 UMBS PASS THRU POOLS 1.54% $3.1B 3,024,380,000

Recent Holding Changes

Date Holding Change Details
2026-02-28 IHRTB New
2026-02-28 IHRT New
2026-02-28 NBS.L New
2026-02-28 CCO New
2026-02-28 VICI New

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms